Inviting and Moderating Team Members

Hevo allows you to invite, search, and remove team members if you are configured as a Team Owner in Hevo.

Inviting a Team Member

To invite a user to the team:

1. Click the drop-down next to your username in the User Information Panel.

2. Click Team. The Team page opens in the Members tab by default.

   

3. In the Team Members page, Email Address field, enter the email ID of the user you want to invite and click INVITE.

   The email ID is added to the members’ list, and the invited user receives an email with the steps to create the account and join your team.

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Finding a Team Member

To find a team member:

1. Click the drop-down next to your username in the User Information Panel.

2. Click Team.

3. In the TEAM MEMBERS page, search for the team member using the Search Members field.

   

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Removing a Team Member

To remove a member from the team:

1. Click the drop-down next to your username in the User Information Panel.

2. Click Team.

3. In the TEAM MEMBERS page, click the kebab menu () next to the member’s email ID and click Delete.